← All themes Semiconductors

Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
201
Gotham Asset Management
Gotham Asset Management
New York
$18.3M +$6.84M 6 0.15% Increased
202
SummitTX Capital
SummitTX Capital
Texas
$17.7M +$21.7M 4 0.76% New
203
Algert Global
Algert Global
California
$17.7M +$2.17M 4 0.44% Increased
204
Amundi
Amundi
France
$17.7M -$556K 6 0.01% Reduced
205
Truist Financial
Truist Financial
North Carolina
$17.5M -$5.16M 4 0.03% Reduced
206
IEQ Capital
IEQ Capital
California
$17.1M +$20.8M 5 0.14% New
207
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$17.1M -$4.03M 5 0.24% Reduced
208
PTC
Philadelphia Trust Company
Pennsylvania
$17.1M -$169K 2 1.46% Reduced
209
Federated Hermes
Federated Hermes
Pennsylvania
$17M -$5.27M 6 0.04% Reduced
210
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$16.3M +$499K 1 0.21% Increased
211
AAP
Ardsley Advisory Partners
Connecticut
$16.1M +$9.47M 3 3.09% Increased
212
Select Equity Group
Select Equity Group
New York
$16.1M +$7.94M 2 0.07% Increased
213
Quantbot Technologies
Quantbot Technologies
New York
$16.1M +$7.59M 6 0.51% Increased
214
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$15.9M +$2.66M 1 0.1% Increased
215
HRT Financial
HRT Financial
New York
$15.8M +$9.33M 7 0.1% Increased
216
PAS
Point72 Asia (Singapore)
Singapore
$15.5M +$21M 5 4.08% Increased
217
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.5M -$23.3M 2 0.05% Reduced
218
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$15.3M -$36.8M 3 0.08% Reduced
219
Canada Life
Canada Life
Manitoba, Canada
$14.9M -$1.67M 4 0.03% Reduced
220
WCM
Westerly Capital Management
California
$14.8M +$5.37M 2 6.41% Increased
221
Trexquant Investment
Trexquant Investment
Connecticut
$14.8M +$1.86M 3 0.17% Increased
222
PCM
Penn Capital Management
Pennsylvania
$14.7M +$4.75M 1 1.43% Increased
223
Aquatic Capital Management
Aquatic Capital Management
Illinois
$14.6M -$8.52M 6 0.37% Reduced
224
Becker Capital Management
Becker Capital Management
Oregon
$14.6M -$450K 1 0.48% Reduced
225
Adage Capital Partners
Adage Capital Partners
Massachusetts
$14.6M -$14.9M 1 0.03% Reduced